Company Profile

Brewin Dolphin

Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary wealth management services, offering investment management and financial planning services to meet the needs of investors and intermediaries. The East Anglia office is based in Fraser House on Museum Street, managing over £300 million of private client and charity funds.

With origins dating back to the mid-18th century, we have a wealth of experience dealing with the ups and downs of investment markets – and helping money work harder for our clients.

Our success is founded on our long track record of helping private clients, trusts, charities and pension funds to create and preserve wealth. Our rich heritage goes back two and a half centuries, to one of the founding firms of the London Stock Exchange.

Brewin Dolphin is authorised and regulated by the Financial Conduct Authority (FCA) and has a Premium Listing on the London Stock Exchange – this is the most stringent form of listing available in terms of financial, governance and regulatory requirements. The Group is a member of the Wealth Management Association and broking firm trade associations.

The value of investments can fall and you may get back less than you invested.

Business category:
Banks / Finance / Accountants